Business Owners

We can help you.

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Employees

How will your business be impacted if your most valuable employee dies or becomes disabled?

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Partners

Do you have a buy/sell agreement?

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Family

Can your family survive without the income provided by your business?

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Heirs

Does your Estate Plan include your business?

Your employees need your help

Thanks to the Secure Act, you can receive up to $18,000 in tax credits for establishing a qualified savings plan for your employees. You may also consider offering a Tax Free Retirement Account (TFRA) to your employees.”

The average American has only saved

$5,500 for retirement

%

45% of Americans

have never saved a penny. Nothing. Nada.

%

75% of Small Businesses

don’t offer any type of savings benefit.

%

Nearly 50% of People

report being anxious about their financial situation. More than double the amount prior to COVID-19.

%

41% of Workers

are not confident they will have enough for medical expenses during retirement.

%

67% of Americans

agree that the pandemic has been a wake-up call to reevaluate their long-term goals.

Business Owners Employees

Take Care of your Key Employees

By Kathy Rogers | Jul 29, 2019 | 0 Comments

Are you a small business owner? Do you have employees? Would you consider any of them a key person? A key employee also may be your secretary or right-hand person.